• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs

  • NEW: Latest Financial Planning Today magazine is published

    Financial Planning Today magazine

  • Financial Planner shares solution to tricky Chicago expat case

    Sarah Lord

  • Succession boosts leadership with 6 senior appointments

    Sarah Lord, one of the senior hires at Succession

  • PFS appoints Succession’s Sarah Lord as President

    Sarah Lord

  • Newsmakers: PFS President Sarah Lord on levy fees crisis

    Sarah Lord

  • Personal skills most important for trainee Planners

    Sarah Lord, president of the Personal Finance Society said the combination of strong technical knowledge and great personal skills are a powerful combination when working with clients.

  • PFS restarts schools’ finance education campaign 

    PFS My Personal Finance Skills

  • PFS re-elects President as debate on body’s future goes on 

    PFS President Sarah Lord

  • PFS President Sarah Lord joins Cooper Parry 

    Sarah Lord of Cooper Parry Wealth

  • PFS board criticises parent CII as review begins

    CII website

  • Nearly 1,000 attend PFS Conference online

    The Personal Finance Society website

  • PFS President urges members to make voices heard

    Sarah Lord

  • PFS Festival 2022 opens to registrations

    PFS Festival of Financial Planning

  • PFS calls for more female Financial Planners

    Sarah Lord, President of PFS

  • CII to overhaul Financial Planning exam assessment

    CII chair Helen Phillips

  • Planners help educate 23,000 students about money

    My Personal Finance Skills

  • 'Coaching clients is best part of the job' say Planners

    Sarah Lord, PFS President

  • PFS reveals Financial Planning Festival 2022 details 

    PFS Festival of Financial Planning logo

  • PFS Past Presidents attack CII intervention

    Ex-PFS President Sarah Lord

  • Guest Column: 'Why I cannot support the CII's action'

    Sarah Lord, Immediate Past President of the Personal Finance Society

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Contact the Newsdesk
Copyright © 2025 Financial Planning Today. All Rights Reserved.